Benefits to Include and Exclude

Form W-2 reporting is required for all employer-sponsored health care coverage that is excludable from employee income with certain exceptions. The following chart published by the IRS, lists the common employer benefits to be included in the calculation:

Common Employer Benefits


Neither American Fidelity Assurance Company nor American Fidelity Administrative Services provides tax or legal advice and, given the complexity of these laws, we always recommend working with your legal counsel on how the laws impact your specific situation. 

ESB-1395-0617